Salio Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Salio Capital is a state-registered investment adviser that provides fee-only financial planning and non‑discretionary investment advice to individual clients. The firm delivers tailored recommendations and periodic portfolio reviews but does not custody client assets or execute transactions; clients retain responsibility for implementing recommendations through their chosen custodians.
The firm integrates comprehensive financial planning with an investment approach rooted in fundamental analysis, typically recommending exchange-listed equities, exchange‑traded funds, and mutual funds and using long-term security selection or, where appropriate, shorter-term active positions. It does not advise on options, futures, private placements, pooled investment vehicles, or digital assets, and every recommendation requires the client’s prior approval.
Noteworthy details include that the firm is operated by a sole management person who maintains full‑time, non‑investment employment and conducts advisory activities outside normal weekday hours, which the firm addresses by limiting the number of client relationships it accepts. It is also atypical among peers in combining fee‑only financial planning with an explicit absence of any private‑fund advisory activities or sponsorship of pooled investment vehicles.
Client services
Expertise
Fee options
1.00% annually, billed quarterly at 0.25% per quarter
Fee-only: Firm is fee-only; advisory fees are the sole compensation and no commissions are accepted
Main office
Tysons Corner VA
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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